Pipedrive Component
Manage leads, companies, activities, and more on the Pipedrive platform
Component key: pipedrive
Description
Pipedrive is a sales-focused customer relationship management tool. This component allows you to manage leads, companies, activities, and more.
Connections
OAuth 2.0
To connect to Pipedrive you will need to create a new sandbox account in their Developers Corner.
Once you have your sandbox account you will need to create a new app at https://app.pipedrive.com/developer-hub.
Select Create an App and then select a Public app.
Fill in the minimal required fields and be sure to include the OAuth 2.0 Callback URL: https://oauth2.prismatic.io/callback
Update the Access scopes to give your app access to the necessary types of data. Reference https://pipedrive.readme.io/docs/marketplace-scopes-and-permissions-explanations for information on what permissions your integration might need. Click "Save".
After saving the "OAuth & Access scopes" section will include the Client ID and Client Secret for your app.
You are now ready to create the OAuth 2.0 connection to Pipedrive:
- Enter the Client ID and Client Secret values into the same named fields.
Save your integration and you should now be able to connect and authenticate to Pipedrive.
Note that you will need to submit your Pipedrive app for review if you chose "Yes" on the "Intent to publish app" page during app creation.
Pipedrive Custom Redirect URIs
If you plan to make your Pipedrive app public, and publish it in the Pipedrive marketplace, Pipedrive has additional stipulations for how app installation occurs. Please reference https://pipedrive.readme.io/docs/app-installation-flows
When a user within Pipedrive selects your app and clicks "Install", Pipedrive requires that your Callback URL handle an auth code without a state search parameter in the URL.
Outside of this flow, the state variable is used to map an auth code to a config variable.
When a user clicks "Connect" in your integration, they visit a Pipedrive consent screen and are redirected to the callback URL with search parameters ?code=[SOME AUTH CODE]&state=SW5example.
We then exchanges that auth code for an access token, and saves that access token to the config variable with the SW5example ID.
With the Pipedrive installation flow, you will need to supply an endpoint that captures and handles an auth code that potentially has no state attached to it (yet).
At a high level, you will need to:
- Create a custom endpoint within your app that can receive
codeand optionalstatesearch parameters. - Save the
codeoff to secure temporary browser storage- If the user is a guest of your app, encourage them to sign up for your app.
- If the user is registered but not logged in, have them log in.
- If the user is logged in, continue.
- Now that you have a user authenticated in your app with a Pipedrive auth
code, programmatically create a customer in Prismatic (if needed) and programmatically deploy an (unconfigured) instance to the customer (assuming they do not have an instance of your Pipedrive integration already). - Look up the unconfigured instance's connection config variable's ID. Make a
GETrequest to the callback URL with search parameters?code=[SOME AUTH CODE]&state=SW5....wherestaterepresents the config variable's ID. This will start the auth code exchange process. - Invoke
prismatic.configureInstance()with the unconfigured instance's ID to open a config wizard. The connection will be "active" from the previous step and the user will be able to continue through the config flow.
Note that Pipedrive only allows you one Callback URL, which must be your custom endpoint (above), and must match redirect_uri in the authorization URL if a user initiates connection from the Prismatic marketplace.
So, you need to override the redirect_uri in the authorize URL to your custom endpoint.
Open your config variable in the integration designer and edit the Authorize URL from https://oauth.pipedrive.com/oauth/authorize to something like https://oauth.pipedrive.com/oauth/authorize?redirect_uri=https://example.com/your/callback/endpoint.
| Input | Notes | Example |
|---|---|---|
| Authorization URL | Authorization URL | https://oauth.pipedrive.com/oauth/authorize |
| Client ID | Client identifier | |
| Client Secret | Client secret | |
| Scopes | Space-delimited scopes | |
| Token URL | Token URL | https://oauth.pipedrive.com/oauth/token |
Triggers
Webhook Trigger
Receive data from Pipedrive in real time with webhook subscriptions. | key: pipedriveTrigger
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Event Action | The actions to subscribe to | |
| Event Object | The object to subscribe to | |
| HTTP Auth Password | The password for HTTP Basic Auth | password |
| HTTP Auth User | The username for HTTP Basic Auth | username |
| User ID | The ID of the user that this webhook will be authorized with. You have the option to use a different user's user_id. If it is not set, the current user's user_id will be used. As each webhook event is checked against a user's permissions, the webhook will only be sent if the user has access to the specified object(s). If you want to receive notifications for all events, please use a top-level admin user's user_id. | |
| Version | The version of the API to use. | 2.0 |
Data Sources
Select Deal
Select a Deal from a dropdown menu. | key: selectDeal | type: picklist
| Input | Notes | Example |
|---|---|---|
| Connection |
{
"result": [
{
"key": "1",
"label": "Deal Title - open"
}
]
}
Select Organization
Select an Organization from a dropdown menu. | key: selectOrganization | type: picklist
| Input | Notes | Example |
|---|---|---|
| Connection |
{
"result": [
{
"key": "1",
"label": "Jhon Doe"
}
]
}
Select Person
Select a Person from a dropdown menu. | key: selectPerson | type: picklist
| Input | Notes | Example |
|---|---|---|
| Connection |
{
"result": [
{
"key": "1",
"label": "Jhon Doe"
}
]
}
Actions
Add Call Log
Add a call log | key: addCallLog
| Input | Notes | Example |
|---|---|---|
| Activity ID | If specified, this activity will be converted into a call log, with the information provided | |
| Connection | ||
| Deal ID | The ID of the deal this call is associated with | |
| Duration | The duration of the call in seconds | |
| End Time | The date and time of the end of the call in UTC | |
| From Phone Number | The number that made the call | |
| Note | The note for the call log in HTML format | |
| Org ID | The ID of the organization this call is associated with | |
| Outcome | Describes the outcome of the call | |
| Person ID | The ID of the person this call is associated with | |
| Start Time | The date and time of the start of the call in UTC | |
| Subject | The name of the activity this call is attached to | |
| To Phone Number | The number called | |
| User ID | The ID of the owner of the call log |
Add Channel
Add a channel | key: addChannel
| Input | Notes | Example |
|---|---|---|
| Avatar Url | The URL for an icon that represents your channel | |
| Connection | ||
| Name | The name of the channel | My Channel |
| Provider Channel ID | The channel ID | |
| Provider Type | It controls the icons (like the icon next to the conversation) | other |
| Template Support | If true, enables templates logic on UI | false |
Add Deal
Add a deal | key: addDeal
| Input | Notes | Example |
|---|---|---|
| Add Time | The optional creation date & time of the deal in UTC | |
| Connection | ||
| Currency | The currency of the deal | |
| Expected Close Date | The expected close date of the deal | |
| Lost Reason | The optional message about why the deal was lost (to be used when status = lost) | |
| Org ID | The ID of an organization which this deal will be linked to | |
| Person ID | The ID of a person which this deal will be linked to | |
| Pipeline ID | The ID of the pipeline this deal will be added to | |
| Probability | The success probability percentage of the deal | |
| Stage ID | The ID of the stage this deal will be added to | |
| Status | open = Open, won = Won, lost = Lost, deleted = Deleted | |
| Title | The title of the deal | |
| Value | The value of the deal | |
| Visible To | The visibility of the deal. See https://developers.pipedrive.com/docs/api/v1/Deals#addDeal. |
Add Deal Follower
Add a follower to a deal | key: addDealFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal | |
| User ID | The ID of the user |
Add Deal Participant
Add a participant to a deal | key: addDealParticipant
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal | |
| Person ID | The ID of the person |
Add Deal Product
Add a product to the deal, eventually creating a new item called a deal-product | key: addDealProduct
| Input | Notes | Example |
|---|---|---|
| Comments | Any textual comment associated with this product-deal attachment | |
| Connection | ||
| Discount Percentage | The discount % | 0 |
| Discount Type | The type of discount | |
| Deal ID | The ID of the deal | |
| Is Enabled | Whether the product is enabled on the deal or not | false |
| Item Price | The price value of the product | |
| Product ID | The ID of the product to add to the deal | 123 |
| Product Variation ID | The ID of the product variation to use | |
| Quantity | The quantity of the product | |
| Tax | The tax percentage | 0 |
Add File
Upload and add a new file to a deal, person, org, product, activity or lead | key: addFile
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Entity ID | The numerical ID of the deal, person, org, product or activity, or UUID of the lead to associate this file with. | |
| Entity Type | The type of entity to attach the file to | |
| File | The file to upload - either string contents or a binary file | |
| File Name | The name of the file to upload |
{
"data": {
"success": true,
"data": {
"id": 123,
"user_id": 456,
"deal_id": 1,
"person_id": 789,
"org_id": 1,
"product_id": 1,
"activity_id": 1,
"lead_id": "adf21080-0e10-11eb-879b-05d71fb426ec",
"log_id": null,
"add_time": "2020-02-20 14:36:35",
"update_time": "2020-02-20 14:36:31",
"file_name": "IMG_8189_52233498214699de9579e7b304a81b157b2eb2137e8062.jpg",
"file_type": "img",
"file_size": 7801780,
"active_flag": true,
"inline_flag": false,
"remote_location": "googledocs",
"remote_id": "1mT6jshiv6537IirwOExXJuG1jdR4F0FQ",
"cid": "",
"s3_bucket": "",
"mail_message_id": "",
"mail_template_id": "",
"deal_name": "",
"person_name": "Person",
"org_name": "",
"product_name": "",
"lead_name": "Test lead name",
"url": "https://2a7f.pipedrive.com/v1/files/123/download",
"name": "IMG_8189.jpg",
"description": ""
}
}
}
Add Lead
Add a lead | key: addLead
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Expected Close Date | The date of when the deal which will be created from the lead is expected to be closed | |
| Label Ids | The IDs of the lead labels which will be associated with the lead | |
| Organization ID | The ID of an organization which this lead will be linked to | |
| Owner ID | The ID of the user which will be the owner of the created lead | |
| Person ID | The ID of a person which this lead will be linked to | |
| Title | The name of the lead | |
| Value | The potential value of the lead | |
| Visible To | The visibility of the lead | |
| Was Seen | A flag indicating whether the lead was seen by someone in the Pipedrive UI | false |
Add Lead Label
Add a lead label | key: addLeadLabel
| Input | Notes | Example |
|---|---|---|
| Color | The color of the label | |
| Connection | ||
| Name | The name of the lead label |
Add Organization
Add an organization | key: addOrganization
| Input | Notes | Example |
|---|---|---|
| Add Time | The optional creation date & time of the organization in UTC | |
| Connection | ||
| Name | The name of the organization | |
| Owner ID | The ID of the user who will be marked as the owner of this organization | |
| Visible To | The visibility of the organization |
Add Organization Follower
Add a follower to an organization | key: addOrganizationFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization | |
| User ID | The ID of the user |
Add Person
Add a person | key: addPerson
| Input | Notes | Example |
|---|---|---|
| Add Time | The optional creation date & time of the person in UTC | |
| Connection | ||
The emails of the person | email1@example.com,email2@example.com | |
| Marketing Status | If the person does not have a valid email address, then the marketing status is not set and "no_consent" is returned for the "marketing_status" value when the new person is created | |
| Name | The name of the person | |
| Org ID | The ID of the organization this person will belong to | |
| Owner ID | The ID of the user who will be marked as the owner of this person | |
| Phone | The phones of the person | +1234567890,+1234567890 |
| Visible To | The visibility of the person |
Add Person Follower
Add a follower to a person | key: addPersonFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person | |
| User ID | If supplied, only persons owned by the given user will be returned |
Add Pipeline
Add a new pipeline | key: addPipeline
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal Probability | Whether deal probability is disabled or enabled for this pipeline | false |
| Name | The name of the pipeline |
Add Product
Add a product | key: addProduct
| Input | Notes | Example |
|---|---|---|
| Code | The product code | |
| Connection | ||
| Name | The name of the product | |
| Owner ID | The ID of the user who will be marked as the owner of this product | |
| Prices | An array of objects, each containing: "currency" (string), "price" (number), "cost" (number, optional), "overhead_cost" (number, optional) | |
| Tax | The tax percentage | 0 |
| Unit | The unit in which this product is sold | |
| Visible To | The visibility of the product |
Add Product Follower
Add a follower to a product | key: addProductFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product ID | The ID of the product | 123 |
| User ID | The ID of the user |
Add Stage
Add a new stage | key: addStage
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal Probability | The success probability percentage of the deal | |
| Name | The name of the stage | |
| Pipeline ID | The ID of the pipeline to add stage to | |
| Rotten Days | The number of days the deals not updated in this stage would become rotten | |
| Rotten Flag | Whether deals in this stage can become rotten | false |
Cancel Recurring Subscription (Deprecated)
Cancel a recurring subscription | key: cancelRecurringSubscription
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| End Date | The subscription termination date | |
| Subscription ID | The ID of the subscription |
Create Webhook
Create a new webhook | key: createWebhook
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Event Action | The actions to subscribe to | |
| Event Object | The object to subscribe to | |
| HTTP Auth Password | The password for HTTP Basic Auth | password |
| HTTP Auth User | The username for HTTP Basic Auth | username |
| Subscription URL | The URL to subscribe to | https://example.com/pipedrive/webhook |
| User ID | The ID of the user that this webhook will be authorized with. You have the option to use a different user's user_id. If it is not set, the current user's user_id will be used. As each webhook event is checked against a user's permissions, the webhook will only be sent if the user has access to the specified object(s). If you want to receive notifications for all events, please use a top-level admin user's user_id. | |
| Version | The webhook's version. NB! Webhooks v2 is the default from March 17th, 2025. See this Changelog post for more details. | 2.0 |
Delete Activity
Delete an activity | key: deleteActivity
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Activity ID | The ID of the activity |
Delete Call Log
Delete a call log | key: deleteCallLog
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Call Log ID | The ID received when you create the call log | 3cde3b05035cae14dcfc172bd8000d08 |
Delete Channel
Delete a channel | key: deleteChannel
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Id | The ID of the channel provided by the integration |
Delete Conversation
Delete a conversation | key: deleteConversation
| Input | Notes | Example |
|---|---|---|
| Channel ID | The ID of the channel provided by the integration | |
| Connection | ||
| Conversation ID | The ID of the conversation provided by the integration |
Delete Deal
Delete a deal | key: deleteDeal
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal |
Delete Deal Field
Delete a deal field | key: deleteDealField
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal Field ID | The ID of the deal field |
Delete Deal Follower
Delete a follower from a deal | key: deleteDealFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Follower ID | The ID of the follower | |
| Deal ID | The ID of the deal |
Delete Deal Participant
Delete a participant from a deal | key: deleteDealParticipant
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal Participant ID | The ID of the participant of the deal | |
| Deal ID | The ID of the deal |
Delete Deal Product
Delete an attached product from a deal | key: deleteDealProduct
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal | |
| Product Attachment ID | The product attachment ID |
Delete File
Delete a file | key: deleteFile
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| File ID | The ID of a file |
{
"data": {
"success": true,
"data": {
"id": 123
}
}
}
Delete Lead
Delete a lead | key: deleteLead
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Lead ID | The ID of the lead |
Delete Lead Label
Delete a lead label | key: deleteLeadLabel
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Lead Label ID | The ID of the lead label |
Delete Mail Thread
Delete mail thread | key: deleteMailThread
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Mail Thread ID | The ID of the mail thread |
Delete Organization
Delete an organization | key: deleteOrganization
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization |
Delete Organization Follower
Delete a follower from an organization | key: deleteOrganizationFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Follower ID | The ID of the follower | |
| Organization ID | The ID of the organization |
Delete Person
Delete a person | key: deletePerson
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person |
Delete Person Field
Delete a person field | key: deletePersonField
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person Field ID | The ID of the field |
Delete Person Follower
Delete a follower from a person | key: deletePersonFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Follower ID | The ID of the follower | |
| Person ID | The ID of the person |
Delete Person Picture
Delete person picture | key: deletePersonPicture
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person |
Delete Pipeline
Delete a pipeline | key: deletePipeline
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Pipeline ID | The ID of the pipeline |
Delete Product
Delete a product | key: deleteProduct
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product ID | The ID of the product | 123 |
Delete Product Field
Delete a product field | key: deleteProductField
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product Field ID | The ID of the product field |
Delete Product Follower
Delete a follower from a product | key: deleteProductFollower
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Follower ID | The ID of the relationship between the follower and the product | |
| Product ID | The ID of the product | 123 |
Delete Stage
Delete a stage | key: deleteStage
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Stage ID | The ID of the stage |
Delete Subscription (Deprecated)
Delete a subscription | key: deleteSubscription
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Subscription ID | The ID of the subscription |
Delete Webhook
Delete a webhook | key: deleteWebhook
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Webhook ID | The ID of the webhook | 1234567890 |
Download File
Download one file | key: downloadFile
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| File ID | The ID of a file |
{
"data": {
"type": "Buffer",
"data": [
72,
101,
108,
108,
111,
44,
32,
87,
111,
114,
108,
100
]
},
"contentType": "text/plain"
}
Find Subscription By Deal (Deprecated)
Find subscription by deal | key: findSubscriptionByDeal
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal |
Find Users By Name
Find users by name | key: findUsersByName
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Search By Email | When enabled, the term will only be matched against email addresses of users | 1 |
| Term | The search term to look for |
Get Activities
Get all activities assigned to a particular user | key: getActivities
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Filter ID | The ID of the filter to use (will narrow down results if used together with "user_id" parameter) | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. | desc |
| Updated Since | If set, only activities with an update_time later than or equal to this time are returned | |
| Updated Until | If set, only activities with an update_time earlier than or equal to this time are returned |
Get Activity
Get details of an activity | key: getActivity
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Activity ID | The ID of the activity |
Get Activity Fields
Get all activity fields | key: getActivityFields
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Activity Types
Get all activity types | key: getActivityTypes
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Call Log
Get details of a call log | key: getCallLog
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Call Log ID | The ID received when you create the call log | 3cde3b05035cae14dcfc172bd8000d08 |
Get Company Addons
Get all add-ons for a single company | key: getCompanyAddons
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Currencies
Get all supported currencies | key: getCurrencies
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Term | Optional search term that is searched for from currency's name and/or code |
Get Current User
Get current user data | key: getCurrentUser
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Deal
Get details of a deal | key: getDeal
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal |
Get Deal Activities
List activities associated with a deal | key: getDealActivities
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Done | Whether the activity is done or not | false |
| Deal ID | The ID of the deal | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Deal Field
Get one deal field | key: getDealField
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal Field ID | The ID of the deal field |
Get Deal Fields
Get all deal fields | key: getDealFields
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Deal Files
List files attached to a deal | key: getDealFiles
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Deal ID | The ID of the deal | |
| Include Deleted Files | When enabled, the list of files will also include deleted files | |
| Limit | Items shown per page | |
| Sort | The field names and sorting mode separated by a comma ("field_name_1 ASC", "field_name_2 DESC") | |
| Start | Pagination start | 0 |
Get Deal Followers
List followers of a deal | key: getDealFollowers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Deal ID | The ID of the deal | |
| Limit | Items shown per page |
Get Deal Mail Messages
List mail messages associated with a deal | key: getDealMailMessages
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Deal ID | The ID of the deal | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Deal Participants
List participants of a deal | key: getDealParticipants
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Deal ID | The ID of the deal | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Deal Persons (Deprecated)
List all persons associated with a deal | key: getDealPersons
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Deal ID | The ID of the deal | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Deal Products
List products attached to a deal | key: getDealProducts
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Deal ID | The ID of the deal | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Deal Users
List permitted users | key: getDealUsers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal |
Get Deals
Get all deals | key: getDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Fetch All | If set to true, all records will be fetched. If set to false, the provided pagination will be used. | false |
| Filter ID | The ID of the filter to use | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. | |
| Stage ID | If supplied, only deals within the given stage will be returned | |
| Status | Only fetch deals with a specific status |
{
"data": {
"data": [
{
"id": 1,
"creator_user_id": {
"id": 18487521,
"name": "Developer",
"email": "dummy@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"user_id": {
"id": 18487521,
"name": "Developer",
"email": "dummy@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"person_id": {
"active_flag": true,
"name": "test person",
"email": [
{
"value": "",
"primary": true
}
],
"phone": [
{
"value": "",
"primary": true
}
],
"owner_id": 18487521,
"value": 3
},
"org_id": {
"name": "test",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "Developer",
"value": 2
},
"stage_id": 1,
"title": "test deal",
"value": 2,
"currency": "USD",
"add_time": "2024-09-27 14:25:27",
"update_time": "2024-09-27 14:25:28",
"stage_change_time": null,
"active": true,
"deleted": false,
"status": "open",
"probability": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"lost_reason": null,
"visible_to": "3",
"close_time": null,
"pipeline_id": 1,
"won_time": null,
"first_won_time": null,
"lost_time": null,
"products_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"participants_count": 1,
"expected_close_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"local_won_date": null,
"local_lost_date": null,
"local_close_date": null,
"origin": "ManuallyCreated",
"origin_id": null,
"channel": null,
"channel_id": null,
"stage_order_nr": 0,
"person_name": "test person",
"org_name": "test",
"next_activity_subject": null,
"next_activity_type": null,
"next_activity_duration": null,
"next_activity_note": null,
"formatted_value": "$2",
"weighted_value": 2,
"formatted_weighted_value": "$2",
"weighted_value_currency": "USD",
"rotten_time": null,
"owner_name": "Developer",
"cc_email": "test-sandbox+deal1@pipedrivemail.com",
"org_hidden": false,
"person_hidden": false
},
{
"id": 2,
"creator_user_id": {
"id": 18487521,
"name": "Developer",
"email": "dummy@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"user_id": {
"id": 18487521,
"name": "Developer",
"email": "dummy@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"person_id": {
"active_flag": true,
"name": "awesome person",
"email": [
{
"value": "",
"primary": true
}
],
"phone": [
{
"value": "",
"primary": true
}
],
"owner_id": 18487521,
"value": 4
},
"org_id": {
"name": "test",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "Developer",
"value": 2
},
"stage_id": 4,
"title": "test deal 2",
"value": 3,
"currency": "USD",
"add_time": "2024-09-27 14:25:53",
"update_time": "2024-09-27 14:31:57",
"stage_change_time": "2024-09-27 14:31:45",
"active": false,
"deleted": false,
"status": "won",
"probability": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"lost_reason": null,
"visible_to": "3",
"close_time": "2024-09-27 14:31:57",
"pipeline_id": 1,
"won_time": "2024-09-27 14:31:57",
"first_won_time": "2024-09-27 14:31:57",
"lost_time": null,
"products_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"participants_count": 1,
"expected_close_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"local_won_date": "2024-09-27",
"local_lost_date": null,
"local_close_date": "2024-09-27",
"origin": "ManuallyCreated",
"origin_id": null,
"channel": null,
"channel_id": null,
"stage_order_nr": 3,
"person_name": "awesome person",
"org_name": "test",
"next_activity_subject": null,
"next_activity_type": null,
"next_activity_duration": null,
"next_activity_note": null,
"formatted_value": "$3",
"weighted_value": 3,
"formatted_weighted_value": "$3",
"weighted_value_currency": "USD",
"rotten_time": null,
"owner_name": "Developer",
"cc_email": "test-sandbox+deal2@pipedrivemail.com",
"org_hidden": false,
"person_hidden": false
}
],
"additional_data": {
"next_cursor": "1234567890"
}
}
}
Get Deals Summary
Get deals summary | key: getDealsSummary
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Filter ID | user_id will not be considered | |
| Stage ID | Only deals within the given stage will be returned | |
| Status | Only fetch deals with a specific status | |
| User ID | Only deals matching the given user will be returned |
Get Deals Timeline
Get deals timeline | key: getDealsTimeline
| Input | Notes | Example |
|---|---|---|
| Amount | The number of given intervals, starting from "start_date", to fetch | |
| Connection | ||
| Exclude Deals | Whether to exclude deals list (1) or not (0) | |
| Field Key | The date field key which deals will be retrieved from | |
| Filter ID | If supplied, only deals matching the given filter will be returned | |
| Interval | The type of the interval | |
| Pipeline ID | If supplied, only deals matching the given pipeline will be returned | |
| Start Date | The date when the first interval starts | |
| Totals Convert Currency | The 3-letter currency code of any of the supported currencies | |
| User ID | If supplied, only deals matching the given user will be returned |
Get File Metadata by ID
Get metadata about one file by ID | key: getFile
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| File ID | The ID of a file |
{
"data": {
"success": true,
"data": {
"id": 123,
"user_id": 456,
"deal_id": 1,
"person_id": 789,
"org_id": 1,
"product_id": 1,
"activity_id": 1,
"lead_id": "adf21080-0e10-11eb-879b-05d71fb426ec",
"log_id": null,
"add_time": "2020-02-20 14:36:35",
"update_time": "2020-02-20 14:57:33",
"file_name": "IMG_8189_52233498214699de9579e7b304a81b157b2eb2137e8062.jpg",
"file_type": "img",
"file_size": 7801780,
"active_flag": true,
"inline_flag": false,
"remote_location": "googledocs",
"remote_id": "1mT6jshiv6537IirwOExXJuG1jdR4F0FQ",
"cid": "",
"s3_bucket": "",
"mail_message_id": "",
"mail_template_id": "",
"deal_name": "",
"person_name": "Person",
"org_name": "",
"product_name": "",
"lead_name": "Test lead name",
"url": "https://2a7f.pipedrive.com/v1/files/123/download",
"name": "test file name",
"description": "test file description"
}
}
}
Get Filter
Get one filter | key: getFilter
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Filter ID | The ID of the filter |
Get Filters
Get all filters | key: getFilters
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Type | The types of filters to fetch |
Get Lead
Get one lead | key: getLead
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Lead ID | The ID of the lead |
Get Lead Labels
Get all lead labels | key: getLeadLabels
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Lead Sources
Get all lead sources | key: getLeadSources
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Leads
Get all leads | key: getLeads
| Input | Notes | Example |
|---|---|---|
| Archived Status | Filtering based on the archived status of a lead | |
| Connection | ||
| Filter ID | The ID of the filter to use | 1 |
| Limit | Items shown per page | |
| Owner ID | If supplied, only leads matching the given user will be returned | 1 |
| Sort | The field names and sorting mode separated by a comma ("field_name_1 ASC", "field_name_2 DESC") | |
| Start | Pagination start | 0 |
Get Mail Message
Get one mail message | key: getMailMessage
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Id | The ID of the mail message to fetch | |
| Include Body | Whether to include the full message body or not | 1 |
Get Mail Thread
Get one mail thread | key: getMailThread
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Mail Thread ID | The ID of the mail thread |
Get Mail Thread Messages
Get all mail messages of mail thread | key: getMailThreadMessages
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Mail Thread ID | The ID of the mail thread |
Get Mail Threads
Get mail threads | key: getMailThreads
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Folder | The type of folder to fetch | inbox |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Note Fields
Get all note fields | key: getNoteFields
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Organization
Get details of an organization | key: getOrganization
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization |
Get Organization Activities
List activities associated with an organization | key: getOrganizationActivities
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Done | Whether the activity is done or not | false |
| Organization ID | The ID of the organization | |
| Limit | Items shown per page |
Get Organization Deals
List deals associated with an organization | key: getOrganizationDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Organization ID | The ID of the organization | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. | |
| Status | Only fetch deals with a specific status |
Get Organization Files
List files attached to an organization | key: getOrganizationFiles
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization | |
| Include Deleted Files | When enabled, the list of files will also include deleted files | |
| Limit | Items shown per page | |
| Sort | The field names and sorting mode separated by a comma ("field_name_1 ASC", "field_name_2 DESC") | |
| Start | Pagination start | 0 |
Get Organization Followers
List followers of an organization | key: getOrganizationFollowers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Organization ID | The ID of the organization | |
| Limit | Items shown per page |
Get Organization Mail Messages
List mail messages associated with an organization | key: getOrganizationMailMessages
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Organization Persons
List persons of an organization | key: getOrganizationPersons
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Organization ID | The ID of the organization | |
| Limit | Items shown per page |
Get Organization Updates
List updates about an organization | key: getOrganizationUpdates
| Input | Notes | Example |
|---|---|---|
| All Changes | Whether to show custom field updates or not | |
| Connection | ||
| Organization ID | The ID of the organization | |
| Items | A comma-separated string for filtering out item specific updates | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Organization Users
List permitted users | key: getOrganizationUsers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization |
Get Organizations
Get all organizations | key: getOrganizations
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Fetch All | If set to true, all records will be fetched. If set to false, the provided pagination will be used. | false |
| Filter ID | The ID of the filter to use | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
{
"data": {
"data": [
{
"id": 1,
"creator_user_id": {
"id": 18487521,
"name": "test Developer",
"email": "dev@test.io",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"user_id": {
"id": 18487521,
"name": "test Developer",
"email": "dev@test.io",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"person_id": {
"active_flag": true,
"name": "test person",
"email": [
{
"value": "",
"primary": true
}
],
"phone": [
{
"value": "",
"primary": true
}
],
"owner_id": 18487521,
"value": 3
},
"org_id": {
"name": "test",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "test Developer",
"value": 2
},
"stage_id": 1,
"title": "test deal",
"value": 2,
"currency": "USD",
"add_time": "2024-09-27 14:25:27",
"update_time": "2024-09-27 14:25:28",
"stage_change_time": null,
"active": true,
"deleted": false,
"status": "open",
"probability": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"lost_reason": null,
"visible_to": "3",
"close_time": null,
"pipeline_id": 1,
"won_time": null,
"first_won_time": null,
"lost_time": null,
"products_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"participants_count": 1,
"expected_close_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"local_won_date": null,
"local_lost_date": null,
"local_close_date": null,
"origin": "ManuallyCreated",
"origin_id": null,
"channel": null,
"channel_id": null,
"stage_order_nr": 0,
"person_name": "test person",
"org_name": "test",
"next_activity_subject": null,
"next_activity_type": null,
"next_activity_duration": null,
"next_activity_note": null,
"formatted_value": "$2",
"weighted_value": 2,
"formatted_weighted_value": "$2",
"weighted_value_currency": "USD",
"rotten_time": null,
"owner_name": "test Developer",
"cc_email": "test-sandbox+deal1@pipedrivemail.com",
"org_hidden": false,
"person_hidden": false
},
{
"id": 2,
"creator_user_id": {
"id": 18487521,
"name": "test Developer",
"email": "dev@test.io",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"user_id": {
"id": 18487521,
"name": "test Developer",
"email": "dev@test.io",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"person_id": {
"active_flag": true,
"name": "awesome person",
"email": [
{
"value": "",
"primary": true
}
],
"phone": [
{
"value": "",
"primary": true
}
],
"owner_id": 18487521,
"value": 4
},
"org_id": {
"name": "test",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "test Developer",
"value": 2
},
"stage_id": 4,
"title": "test deal 2",
"value": 3,
"currency": "USD",
"add_time": "2024-09-27 14:25:53",
"update_time": "2024-09-27 14:31:57",
"stage_change_time": "2024-09-27 14:31:45",
"active": false,
"deleted": false,
"status": "won",
"probability": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"lost_reason": null,
"visible_to": "3",
"close_time": "2024-09-27 14:31:57",
"pipeline_id": 1,
"won_time": "2024-09-27 14:31:57",
"first_won_time": "2024-09-27 14:31:57",
"lost_time": null,
"products_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"participants_count": 1,
"expected_close_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"local_won_date": "2024-09-27",
"local_lost_date": null,
"local_close_date": "2024-09-27",
"origin": "ManuallyCreated",
"origin_id": null,
"channel": null,
"channel_id": null,
"stage_order_nr": 3,
"person_name": "awesome person",
"org_name": "test",
"next_activity_subject": null,
"next_activity_type": null,
"next_activity_duration": null,
"next_activity_note": null,
"formatted_value": "$3",
"weighted_value": 3,
"formatted_weighted_value": "$3",
"weighted_value_currency": "USD",
"rotten_time": null,
"owner_name": "test Developer",
"cc_email": "test-sandbox+deal2@pipedrivemail.com",
"org_hidden": false,
"person_hidden": false
}
],
"additional_data": {
"next_cursor": "1234567890"
}
}
}
Get Permission Set
Get one permission set | key: getPermissionSet
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Permission Set ID | The ID of the permission set |
Get Permission Set Assignments
List permission set assignments | key: getPermissionSetAssignments
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Permission Set ID | The ID of the permission set | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Permission Sets
Get all permission sets | key: getPermissionSets
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Person
Get details of a person | key: getPerson
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person |
Get Person Activities
List activities associated with a person | key: getPersonActivities
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Done | Whether the activity is done or not | false |
| Person ID | The ID of the person | |
| Limit | Items shown per page |
Get Person Deals
List deals associated with a person | key: getPersonDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Person ID | The ID of the person | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. | |
| Status | Only fetch deals with a specific status |
Get Person Field
Get one person field | key: getPersonField
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person Field ID | The ID of the field |
Get Person Field Details
Get details of a specific field for a person | key: getPersonFieldDetails
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Field ID | The ID of the field to fetch details for a person |
Get Person Fields
Get all person fields | key: getPersonFields
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Person Files
List files attached to a person | key: getPersonFiles
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person | |
| Include Deleted Files | When enabled, the list of files will also include deleted files | |
| Limit | Items shown per page | |
| Sort | The field names and sorting mode separated by a comma ("field_name_1 ASC", "field_name_2 DESC") | |
| Start | Pagination start | 0 |
Get Person Followers
List followers of a person | key: getPersonFollowers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Person ID | The ID of the person | |
| Limit | Items shown per page |
Get Person Mail Messages
List mail messages associated with a person | key: getPersonMailMessages
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Person Products
List products associated with a person | key: getPersonProducts
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Person Updates
List updates about a person | key: getPersonUpdates
| Input | Notes | Example |
|---|---|---|
| All Changes | Whether to show custom field updates or not | |
| Connection | ||
| Person ID | The ID of the person | |
| Items | A comma-separated string for filtering out item specific updates | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Person Users
List permitted users | key: getPersonUsers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person |
Get Persons
Get all persons | key: getPersons
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Fetch All | If set to true, all records will be fetched. If set to false, the provided pagination will be used. | false |
| Filter ID | The ID of the filter to use | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
{
"data": {
"data": [
{
"id": 1,
"company_id": 12882925,
"owner_id": {
"id": 18487521,
"name": "Test Developer",
"email": "dev@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"org_id": {
"name": "Acme",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "Test Developer",
"value": 1
},
"name": "John",
"first_name": "John",
"last_name": null,
"open_deals_count": 0,
"related_open_deals_count": 0,
"closed_deals_count": 0,
"related_closed_deals_count": 0,
"participant_open_deals_count": 0,
"participant_closed_deals_count": 0,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"files_count": 5,
"notes_count": 0,
"followers_count": 1,
"won_deals_count": 0,
"related_won_deals_count": 0,
"lost_deals_count": 0,
"related_lost_deals_count": 0,
"active_flag": true,
"phone": [
{
"value": "",
"primary": true
}
],
"email": [
{
"value": "",
"primary": true
}
],
"first_char": "t",
"update_time": "2023-08-14 22:49:23",
"delete_time": null,
"add_time": "2023-04-06 02:51:24",
"visible_to": "3",
"picture_id": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"label_ids": [],
"im": [
{
"value": "",
"primary": true
}
],
"postal_address": null,
"postal_address_lat": null,
"postal_address_long": null,
"postal_address_subpremise": null,
"postal_address_street_number": null,
"postal_address_route": null,
"postal_address_sublocality": null,
"postal_address_locality": null,
"postal_address_admin_area_level_1": null,
"postal_address_admin_area_level_2": null,
"postal_address_country": null,
"postal_address_postal_code": null,
"postal_address_formatted_address": null,
"notes": null,
"birthday": null,
"job_title": null,
"org_name": "Acme",
"owner_name": "Test Developer",
"primary_email": null,
"5f1513c3d8ba7f34c0164f3f909280c3fa0c592e": "15",
"3cf151d1c54a8c13329a97403054d6306fe4680c": "17",
"cc_email": "test-sandbox@pipedrivemail.com"
},
{
"id": 2,
"company_id": 12882925,
"owner_id": {
"id": 18487521,
"name": "Test Developer",
"email": "dev@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"org_id": {
"name": "Acme",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "Test Developer",
"value": 1
},
"name": "John",
"first_name": "John",
"last_name": null,
"open_deals_count": 0,
"related_open_deals_count": 0,
"closed_deals_count": 0,
"related_closed_deals_count": 0,
"participant_open_deals_count": 0,
"participant_closed_deals_count": 0,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"won_deals_count": 0,
"related_won_deals_count": 0,
"lost_deals_count": 0,
"related_lost_deals_count": 0,
"active_flag": true,
"phone": [
{
"value": "",
"primary": true
}
],
"email": [
{
"label": "work",
"value": "john.doe@example.com",
"primary": true
}
],
"first_char": "j",
"update_time": "2023-07-13 21:26:05",
"delete_time": null,
"add_time": "2023-07-13 20:47:38",
"visible_to": "3",
"picture_id": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"label_ids": [],
"im": [
{
"value": "",
"primary": true
}
],
"postal_address": null,
"postal_address_lat": null,
"postal_address_long": null,
"postal_address_subpremise": null,
"postal_address_street_number": null,
"postal_address_route": null,
"postal_address_sublocality": null,
"postal_address_locality": null,
"postal_address_admin_area_level_1": null,
"postal_address_admin_area_level_2": null,
"postal_address_country": null,
"postal_address_postal_code": null,
"postal_address_formatted_address": null,
"notes": null,
"birthday": null,
"job_title": null,
"org_name": "Acme",
"owner_name": "Test Developer",
"primary_email": "john.doe@example.com",
"5f1513c3d8ba7f34c0164f3f909280c3fa0c592e": "15",
"3cf151d1c54a8c13329a97403054d6306fe4680c": "19",
"cc_email": "test-sandbox@pipedrivemail.com"
},
{
"id": 3,
"company_id": 12882925,
"owner_id": {
"id": 18487521,
"name": "Test Developer",
"email": "dev@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"org_id": {
"name": "Test",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "Test Developer",
"value": 2
},
"name": "test person",
"first_name": "test",
"last_name": "person",
"open_deals_count": 1,
"related_open_deals_count": 0,
"closed_deals_count": 0,
"related_closed_deals_count": 0,
"participant_open_deals_count": 0,
"participant_closed_deals_count": 0,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"won_deals_count": 0,
"related_won_deals_count": 0,
"lost_deals_count": 0,
"related_lost_deals_count": 0,
"active_flag": true,
"phone": [
{
"value": "",
"primary": true
}
],
"email": [
{
"value": "",
"primary": true
}
],
"first_char": "t",
"update_time": "2024-09-27 14:25:28",
"delete_time": null,
"add_time": "2024-09-27 14:25:27",
"visible_to": "3",
"picture_id": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"label_ids": [],
"im": [
{
"value": "",
"primary": true
}
],
"postal_address": null,
"postal_address_lat": null,
"postal_address_long": null,
"postal_address_subpremise": null,
"postal_address_street_number": null,
"postal_address_route": null,
"postal_address_sublocality": null,
"postal_address_locality": null,
"postal_address_admin_area_level_1": null,
"postal_address_admin_area_level_2": null,
"postal_address_country": null,
"postal_address_postal_code": null,
"postal_address_formatted_address": null,
"notes": null,
"birthday": null,
"job_title": null,
"org_name": "Test",
"owner_name": "Test Developer",
"primary_email": null,
"5f1513c3d8ba7f34c0164f3f909280c3fa0c592e": null,
"3cf151d1c54a8c13329a97403054d6306fe4680c": null,
"cc_email": "test-sandbox@pipedrivemail.com"
},
{
"id": 4,
"company_id": 12882925,
"owner_id": {
"id": 18487521,
"name": "Test Developer",
"email": "dev@test.dev",
"has_pic": 0,
"pic_hash": null,
"active_flag": true,
"value": 18487521
},
"org_id": {
"name": "Test",
"people_count": 2,
"owner_id": 18487521,
"address": null,
"active_flag": true,
"cc_email": "test-sandbox@pipedrivemail.com",
"label_ids": [],
"owner_name": "Test Developer",
"value": 2
},
"name": "awesome person",
"first_name": "awesome",
"last_name": "person",
"open_deals_count": 1,
"related_open_deals_count": 0,
"closed_deals_count": 0,
"related_closed_deals_count": 0,
"participant_open_deals_count": 0,
"participant_closed_deals_count": 0,
"email_messages_count": 0,
"activities_count": 0,
"done_activities_count": 0,
"undone_activities_count": 0,
"files_count": 0,
"notes_count": 0,
"followers_count": 1,
"won_deals_count": 0,
"related_won_deals_count": 0,
"lost_deals_count": 0,
"related_lost_deals_count": 0,
"active_flag": true,
"phone": [
{
"value": "",
"primary": true
}
],
"email": [
{
"value": "",
"primary": true
}
],
"first_char": "a",
"update_time": "2024-09-27 14:25:53",
"delete_time": null,
"add_time": "2024-09-27 14:25:53",
"visible_to": "3",
"picture_id": null,
"next_activity_date": null,
"next_activity_time": null,
"next_activity_id": null,
"last_activity_id": null,
"last_activity_date": null,
"last_incoming_mail_time": null,
"last_outgoing_mail_time": null,
"label": null,
"label_ids": [],
"im": [
{
"value": "",
"primary": true
}
],
"postal_address": null,
"postal_address_lat": null,
"postal_address_long": null,
"postal_address_subpremise": null,
"postal_address_street_number": null,
"postal_address_route": null,
"postal_address_sublocality": null,
"postal_address_locality": null,
"postal_address_admin_area_level_1": null,
"postal_address_admin_area_level_2": null,
"postal_address_country": null,
"postal_address_postal_code": null,
"postal_address_formatted_address": null,
"notes": null,
"birthday": null,
"job_title": null,
"org_name": "Test",
"owner_name": "Test Developer",
"primary_email": null,
"5f1513c3d8ba7f34c0164f3f909280c3fa0c592e": null,
"3cf151d1c54a8c13329a97403054d6306fe4680c": null,
"cc_email": "test-sandbox@pipedrivemail.com"
}
],
"additional_data": {
"next_cursor": "1234567890"
}
}
}
Get Pipeline
Get one pipeline | key: getPipeline
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Pipeline ID | The ID of the pipeline | |
| Totals Convert Currency | The 3-letter currency code of any of the supported currencies |
Get Pipeline Conversion Statistics
Get deals conversion rates in pipeline | key: getPipelineConversionStatistics
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| End Date | The end of the period | |
| Pipeline ID | The ID of the pipeline | |
| Start Date | The start of the period | |
| User ID | The ID of the user who"s pipeline metrics statistics to fetch |
Get Pipeline Deals
Get deals in a pipeline | key: getPipelineDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Filter ID | If supplied, only deals matching the given filter will be returned | |
| Pipeline ID | The ID of the pipeline | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. | desc |
| Stage ID | If supplied, only deals within the given stage will be returned |
Get Pipeline Movement Statistics
Get deals movements in pipeline | key: getPipelineMovementStatistics
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| End Date | The end of the period | |
| Pipeline ID | The ID of the pipeline | |
| Start Date | The start of the period | |
| User ID | The ID of the user who"s pipeline statistics to fetch |
Get Pipelines
Get all pipelines | key: getPipelines
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Product
Get one product | key: getProduct
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product ID | The ID of the product | 123 |
Get Product Deals
Get deals where a product is attached to | key: getProductDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product ID | The ID of the product | 123 |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
| Status | Only fetch deals with a specific status |
Get Product Field
Get one product field | key: getProductField
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product Field ID | The ID of the product field |
Get Product Fields
Get all product fields | key: getProductFields
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get Product Files
List files attached to a product | key: getProductFiles
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product ID | The ID of the product | 123 |
| Include Deleted Files | When enabled, the list of files will also include deleted files | |
| Limit | Items shown per page | |
| Sort | The field names and sorting mode separated by a comma ("field_name_1 ASC", "field_name_2 DESC") | |
| Start | Pagination start | 0 |
Get Product Followers
List followers of a product | key: getProductFollowers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Product ID | The ID of the product | 123 |
| Limit | Items shown per page |
Get Product Users
List permitted users | key: getProductUsers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Product ID | The ID of the product | 123 |
Get Products
Get all products | key: getProducts
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Filter ID | The ID of the filter to use | |
| Ids | An array of integers with the IDs of the products that should be returned in the response | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Stage
Get one stage | key: getStage
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Stage ID | The ID of the stage |
Get Stage Deals
Get deals in a stage | key: getStageDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Filter ID | If supplied, only deals matching the given filter will be returned | |
| Stage ID | The ID of the stage | |
| Limit | Items shown per page | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Stages
Get all stages | key: getStages
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Limit | Items shown per page | |
| Pipeline ID | The ID of the pipeline to fetch stages for | |
| Sort By | The field name to sort by | title |
| Sort Direction | The sorting direction. |
Get Subscription (Deprecated)
Get details of a subscription | key: getSubscription
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Subscription ID | The ID of the subscription |
Get Subscription Payments (Deprecated)
Get all payments of a subscription | key: getSubscriptionPayments
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Subscription ID | The ID of the subscription |
Get User
Get one user by ID | key: getUser
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| User ID | The ID of the user |
Get User Call Logs
Get all call logs assigned to a particular user | key: getUserCallLogs
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get User Connections
Get all user connections | key: getUserConnections
| Input | Notes | Example |
|---|---|---|
| Connection |
Get User Followers
List followers of a user | key: getUserFollowers
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| User ID | The ID of the user | |
| Limit | Items shown per page |
Get User Permissions
List user permissions | key: getUserPermissions
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| User ID | The ID of the user |
Get User Role Assignments
List role assignments | key: getUserRoleAssignments
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| User ID | The ID of the user | |
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
Get User Role Settings
List user role settings | key: getUserRoleSettings
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| User ID | The ID of the user |
Get User Settings
List settings of an authorized user | key: getUserSettings
| Input | Notes | Example |
|---|---|---|
| Connection |
Get Users
Get all users | key: getUsers
| Input | Notes | Example |
|---|---|---|
| Connection |
List Files
List all files attached to all entities | key: getFiles
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Limit | Items shown per page | |
| Start | Pagination start | 0 |
{
"data": {
"success": true,
"data": [
{
"id": 123,
"user_id": 456,
"deal_id": 1,
"person_id": 789,
"org_id": 1,
"product_id": 1,
"activity_id": 1,
"lead_id": "adf21080-0e10-11eb-879b-05d71fb426ec",
"log_id": null,
"add_time": "2020-02-20 14:36:35",
"update_time": "2020-02-20 14:57:33",
"file_name": "IMG_8189_52233498214699de9579e7b304a81b157b2eb2137e8062.jpg",
"file_type": "img",
"file_size": 7801780,
"active_flag": true,
"inline_flag": false,
"remote_location": "googledocs",
"remote_id": "1mT6jshiv6537IirwOExXJuG1jdR4F0FQ",
"cid": "",
"s3_bucket": "",
"mail_message_id": "",
"mail_template_id": "",
"deal_name": "",
"person_name": "Person",
"lead_name": "Test lead name",
"org_name": "",
"product_name": "",
"url": "https://2a7f.pipedrive.com/v1/files/123/download",
"name": "test file name",
"description": "test file description"
}
],
"additional_data": {
"pagination": {
"start": 0,
"limit": 100,
"more_items_in_collection": true,
"next_start": 100
}
}
}
}
List Webhooks
List all webhooks | key: listWebhooks
| Input | Notes | Example |
|---|---|---|
| Connection |
Merge Deals
Merge two deals | key: mergeDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal ID | The ID of the deal | |
| Merge With ID | The ID of the deal that the deal will be merged with |
Merge Organizations
Merge two organizations | key: mergeOrganizations
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization | |
| Merge With ID | The ID of the organization that the organization will be merged with |
Merge Persons
Merge two persons | key: mergePersons
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Person ID | The ID of the person | |
| Merge With ID | The ID of the person that will not be overwritten |
Raw Request
Send raw HTTP request to Pipedrive | key: rawRequest
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Data | The HTTP body payload to send to the URL. | {"exampleKey": "Example Data"} |
| File Data | File Data to be sent as a multipart form upload. | [{key: "example.txt", value: "My File Contents"}] |
| File Data File Names | File names to apply to the file data inputs. Keys must match the file data keys above. | |
| Form Data | The Form Data to be sent as a multipart form upload. | [{"key": "Example Key", "value": new Buffer("Hello World")}] |
| Header | A list of headers to send with the request. | User-Agent: curl/7.64.1 |
| Max Retry Count | The maximum number of retries to attempt. Specify 0 for no retries. | 0 |
| Method | The HTTP method to use. | |
| Query Parameter | A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2. | |
| Response Type | The type of data you expect in the response. You can request json, text, or binary data. | json |
| Retry On All Errors | If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors. | false |
| Retry Delay (ms) | The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled. | 0 |
| Timeout | The maximum time that a client will await a response to its request | 2000 |
| URL | Input the path only (/files), The base URL is already included (https://api.pipedrive.com). For example, to connect to https://api.pipedrive.com/files, only /files is entered in this field. | /files |
| Use Exponential Backoff | Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored. | false |
| API Version | The version of the API to use. | v1 |
Search Deals
Search deals | key: searchDeals
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Exact Match | When enabled, only full exact matches against the given term are returned | false |
| Fields | A comma-separated string array | custom_fields,notes,title |
| Include Fields | Supports including optional fields in the results which are not provided by default | |
| Limit | Items shown per page | |
| Organization ID | Will filter deals by the provided organization ID | |
| Person ID | Will filter deals by the provided person ID | |
| Status | Will filter deals by the provided specific status | |
| Term | The search term to look for |
Search Leads
Search leads | key: searchLeads
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Exact Match | When enabled, only full exact matches against the given term are returned | false |
| Fields | A comma-separated string array | |
| Include Fields | Supports including optional fields in the results which are not provided by default | |
| Limit | Items shown per page | |
| Organization ID | Will filter leads by the provided organization ID | |
| Person ID | Will filter leads by the provided person ID | |
| Term | The search term to look for |
Search Organization
Search organizations | key: searchOrganization
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Exact Match | When enabled, only full exact matches against the given term are returned | false |
| Fields | A comma-separated string array | address,custom_fields,notes,name |
| Limit | Items shown per page | |
| Term | The search term to look for |
Search Persons
Search persons | key: searchPersons
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Cursor | For pagination, the marker (an opaque string value) representing the first item on the next page | 1234567890 |
| Exact Match | When enabled, only full exact matches against the given term are returned | false |
| Fields | A comma-separated string array | custom_fields,email,notes,phone,name |
| Include Fields | Supports including optional fields in the results which are not provided by default | |
| Limit | Items shown per page | |
| Organization ID | Will filter persons by the provided organization ID | |
| Term | The search term to look for |
Set Person Field Value
Set the value of a specific field for a person | key: setFieldValueForPerson
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Field Key | The key of the field to set | |
| Person ID | The ID of the person to set the field value for | |
| Value | The new value for the field |
Update Deal
Update a deal | key: updateDeal
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Currency | The currency of the deal | |
| Expected Close Date | The expected close date of the deal | |
| Deal ID | The ID of the deal | |
| Lost Reason | The optional message about why the deal was lost (to be used when status = lost) | |
| Org ID | The ID of an organization which this deal will be linked to | |
| Person ID | The ID of a person which this deal will be linked to | |
| Pipeline ID | The ID of the pipeline this deal will be added to | |
| Probability | The success probability percentage of the deal | |
| Stage ID | The ID of the stage this deal will be added to | |
| Status | open = Open, won = Won, lost = Lost, deleted = Deleted | |
| Title | The title of the deal | |
| Value | The value of the deal | |
| Visible To | The visibility of the deal |
Update Deal Product
Update product attachment details of the deal-product (a product already attached to a deal) | key: updateDealProduct
| Input | Notes | Example |
|---|---|---|
| Comments | Any textual comment associated with this product-deal attachment | |
| Connection | ||
| Discount Percentage | The discount % | 0 |
| Discount Type | The type of discount | |
| Deal ID | The ID of the deal | |
| Item Price | The price value of the product | |
| Product Attachment ID | The ID of the deal-product (the ID of the product attached to the deal) | |
| Product Variation ID | The ID of the product variation to use | |
| Quantity | The quantity of the product | |
| Tax | The tax percentage | 0 |
Update File
Update file name or description | key: updateFile
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Description | ||
| File ID | The ID of a file | |
| File Name |
{
"data": {
"success": true,
"data": {
"id": 123,
"user_id": 456,
"deal_id": 1,
"person_id": 789,
"org_id": 1,
"product_id": 1,
"activity_id": 1,
"lead_id": "adf21080-0e10-11eb-879b-05d71fb426ec",
"log_id": null,
"add_time": "2020-02-20 14:36:35",
"update_time": "2020-02-20 14:57:33",
"file_name": "IMG_8189_52233498214699de9579e7b304a81b157b2eb2137e8062.jpg",
"file_type": "img",
"file_size": 7801780,
"active_flag": true,
"inline_flag": false,
"remote_location": "googledocs",
"remote_id": "1mT6jshiv6537IirwOExXJuG1jdR4F0FQ",
"cid": "",
"s3_bucket": "",
"mail_message_id": "",
"mail_template_id": "",
"deal_name": "",
"person_name": "Person",
"org_name": "",
"product_name": "",
"lead_name": "Test lead name",
"url": "https://2a7f.pipedrive.com/v1/files/123/download",
"name": "test file name",
"description": "test file description"
}
}
}
Update Filter
Update filter | key: updateFilter
| Input | Notes | Example |
|---|---|---|
| Conditions | The conditions of the filter as a JSON object | |
| Connection | ||
| Filter ID | The ID of the filter | |
| Name | The name of the filter |
Update Lead
Update a lead | key: updateLead
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Expected Close Date | The date of when the deal which will be created from the lead is expected to be closed | |
| Lead ID | The ID of the lead | |
| Is Archived | A flag indicating whether the lead is archived or not | false |
| Label Ids | The IDs of the lead labels which will be associated with the lead | |
| Organization ID | The ID of an organization which this lead will be linked to | |
| Owner ID | The ID of the user which will be the owner of the created lead | |
| Person ID | The ID of a person which this lead will be linked to | |
| Title | The name of the lead | |
| Value | The potential value of the lead | |
| Visible To | The visibility of the lead | |
| Was Seen | A flag indicating whether the lead was seen by someone in the Pipedrive UI | false |
Update Lead Label
Update a lead label | key: updateLeadLabel
| Input | Notes | Example |
|---|---|---|
| Color | The color of the label | |
| Connection | ||
| Lead Label ID | The ID of the lead label | |
| Name | The name of the lead label |
Update Organization
Update an organization | key: updateOrganization
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Organization ID | The ID of the organization | |
| Name | The name of the organization | |
| Owner ID | The ID of the user who will be marked as the owner of this organization | |
| Visible To | The visibility of the organization |
Update Person
Update a person | key: updatePerson
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Emails | List of email data related to the person | email1@example.com,email2@example.com |
| Person ID | The ID of the person | |
| Marketing Status | If the person does not have a valid email address, then the marketing status is not set and "no_consent" is returned for the "marketing_status" value when the new person is created | |
| Name | The name of the person | |
| Org ID | The ID of the organization this person will belong to | |
| Owner ID | The ID of the user who will be marked as the owner of this person | |
| Phones | List of phone data related to the person | +1234567890,+1234567890 |
| Visible To | The visibility of the person |
Update Pipeline
Update a pipeline | key: updatePipeline
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Pipeline ID | The ID of the pipeline | |
| Deal Probability | Whether deal probability is disabled or enabled for this pipeline | false |
| Name | The name of the pipeline |
Update Product
Update a product | key: updateProduct
| Input | Notes | Example |
|---|---|---|
| Code | The product code | |
| Connection | ||
| Product ID | The ID of the product | 123 |
| Name | The name of the product | |
| Owner ID | The ID of the user who will be marked as the owner of this product | |
| Prices | An array of objects, each containing: "currency" (string), "price" (number), "cost" (number, optional), "overhead_cost" (number, optional) | |
| Tax | The tax percentage | 0 |
| Unit | The unit in which this product is sold | |
| Visible To | The visibility of the product |
Update Stage
Update stage details | key: updateStage
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Deal Probability | The success probability percentage of the deal | |
| Stage ID | The ID of the stage | |
| Name | The name of the stage | |
| Pipeline ID | The ID of the pipeline to add stage to | |
| Rotten Days | The number of days the deals not updated in this stage would become rotten | |
| Rotten Flag | Whether deals in this stage can become rotten | false |
Changelog
2025-10-17
Enhanced webhook lifecycle management with improved trigger subscription handling and automated cleanup.